SugarCRM Case Study of Madeksho Law Firm

Challenges

An out-of-the-box SugarCRM Community Edition (CE) solution was limiting Madeksho Law Firm from gaining deeper insights about its customers. In order to get a complete picture of customer needs and to keep track of even the granular details, the need arose to extend the functionality of the CRM system. The most important aspect was to customize the reports module to aid lawyers better comprehend cases.

Solution

Sugar theme was customized to give the CRM a modern, elegant and vibrant look
Various custom modules like Client’s History, Work History, Settlements and Co-Counsels were built to ensure an efficient workflow system so that no cases slip through the cracks
The Report builder module was customized such that filters could be applied to build reports on any module. Reports could be viewed, downloaded and exported in PDF and .CSV formats. Report data could be grouped using drag and drop functionality and information displayed in the form of charts

Results

With all the SugarCRM module customization, a completely bespoke system was prepared which allowed Madeksho lawyers to conveniently view all customer interactions on a single consolidated platform. All the minute details related to a particular case could be easily tracked. Following up on leads, sharing information and staying in touch with clients was no more a hassle. Business operations got streamlined which enabled Madeksho Law Firm to establish lifelong relationships with clients.

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